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Badgley Phelps Wealth Managers’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Sell
42,181
-2,226
-5% -$166K 0.06% 151
2026
Q1 		$3.04M Hold
44,407
– – 0.06% 151
2025
Q4 		$2.98M Sell
44,407
-186
-0.4% -$12.3K 0.05% 154
2025
Q3 		$2.9M Sell
44,593
-246
-0.5% -$15.4K 0.06% 139
2025
Q2 		$2.73M Buy
44,839
+167
+0.4% +$9.64K 0.06% 141
2025
Q1 		$2.48M Sell
44,672
-3,086
-6% -$169K 0.06% 144
2024
Q4 		$2.49M Buy
47,758
+87
+0.2% +$4.76K 0.06% 141
2024
Q3 		$2.73M Sell
47,671
-1,473
-3% -$80.2K 0.06% 136
2024
Q2 		$2.61M Buy
49,144
+492
+1% +$26.2K 0.06% 131
2024
Q1 		$2.6M Sell
48,652
-339
-0.7% -$17.4K 0.07% 129
2023
Q4 		$2.5M Buy
48,991
+44,151
+912% +$2.12M 0.07% 125
2023
Q3 		$228K Sell
4,840
-3,148
-39% -$154K 0.01% 212
2023
Q2 		$393K Sell
7,988
-34
-0.4% -$1.67K 0.01% 190
2023
Q1 		$391K Sell
8,022
-714
-8% -$34.4K 0.01% 164
2022
Q4 		$397K Sell
8,736
-9,024
-51% -$396K 0.02% 160
2022
Q3 		$711K Buy
17,760
+30
+0.2% +$1.33K 0.03% 128
2022
Q2 		$798K Sell
17,730
-1,068
-6% -$51.7K 0.03% 129
2022
Q1 		$983K Sell
18,798
-334
-2% -$17.8K 0.03% 134
2021
Q4 		$1.06M Sell
19,132
-150
-0.8% -$8.44K 0.03% 134
2021
Q3 		$1.07M Buy
+19,282
New +$1.1M 0.04% 132

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Badgley Phelps Wealth Managers's ACWX Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5% in Q2 2026, selling an estimated $166K and leaving 42,181 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #151.

Badgley Phelps Wealth Managers first reported a position in ACWX in Q3 2021 and has held it in 20 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Badgley Phelps Wealth Managers held 42,181 shares of iShares MSCI ACWI ex US ETF worth $3.21M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 2,226 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $166K.
  • iShares MSCI ACWI ex US ETF made up 0.06% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #151 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 20 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.